Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Donnelly is a financial advisor with over 30 years of experience in the industry. Robert is currently registered with Kovack Advisors, Inc. as an Investment Advisor Representative. Robert previously held positions with Woodbury Financial Services, Inc., Quest Capital Corporation, ProEquities, Inc., Lincoln Financial Distributors, Inc., Jefferson Pilot Securities Corporation, 1717 Capital Management Company, MML Distributors, LLC, FSC Securities Corporation, Aetna Investment Services, Inc., John Hancock Distributors, Inc., John Hancock Mutual Life Insurance Company, Hornor, Townsend & Kent, Inc., and Aetna Life Insurance and Annuity Company. Robert has also served as an agent for Underwriters Market Services, Alpha Advisors Alliance, LLC, and UMS FMO. Robert is a Chartered Financial Consultant and holds the Series 2, 6, 7, 24, 63 and 65 securities licenses. Robert specializes in providing financial planning, portfolio management for businesses and individuals, and selection of other advisors.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
PA
06/22/2023 - Present
Kovack Advisors, Inc. (Feasterville PA)
PA
03/01/2019 - 04/03/2019
WOODBURY FINANCIAL SERVICES, INC. (RICHBORO PA)
PA
01/19/2018 - 03/01/2019
QUESTAR CAPITAL CORPORATION (RICHBORO PA)
PA
06/03/2015 - 02/18/2018
PROEQUITIES, INC. (PAOLI PA)
PA
08/20/2007 - 07/14/2014
LINCOLN FINANCIAL DISTRIBUTORS, INC. (RADNOR PA)
IN
08/03/2005 - 08/23/2007
JEFFERSON PILOT SECURITIES CORPORATION (FORT WAYNE IN)
DE
02/28/2003 - 06/28/2005
1717 CAPITAL MANAGEMENT COMPANY (NEWARK DE)
MA
10/10/2000 - 12/21/2002
MML DISTRIBUTORS, LLC (SPRINGFIELD MA)
GA
06/17/1997 - 04/11/2000
FSC SECURITIES CORPORATION (ATLANTA GA)
CT
10/21/1994 - 05/30/1997
AETNA INVESTMENT SERVICES, INC. (WINDSOR CT)
MA
03/22/1994 - 09/15/1994
JOHN HANCOCK DISTRIBUTORS, INC. (BOSTON MA)
MA
03/22/1994 - 09/15/1994
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY (BOSTON MA)
PA
10/06/1993 - 03/14/1994
HORNOR, TOWNSEND & KENT, INC. (HORSHAM PA)
CT
06/19/1983 - 03/29/1990
AETNA LIFE INSURANCE AND ANNUITY COMPANY (HARTFORD CT)
IA
Issued 06/10/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/05/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/15/1997
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/11/1997
Series 7 - General Securities Representative Examination
BC
Issued 10/05/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 09/18/1980
Series 2 - Non-Member General Securities Examination
Active
Inactive
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